Enabling Consistency, Standardisation & Visibility with DFK Hirn Newey
“The consistency across the firm has increased significantly. Everyone’s using the same process and the same structure.”
For DFK Hirn Newey, Cimplico Workpapers has been a key part of creating firm-wide clarity. With embedded procedures, templated checklists, and fixed calculation worksheets all in one place, teams have a single source of truth.
“Because everything’s in one place… procedures, checklists, calculations, comments… it’s easier to see what’s been done, and everyone’s on the same page.”
This consistency removes confusion across teams, clients, and roles. “Standardisation saves juniors the stress of trying to adapt a workpaper to what one manager wants versus another.”
With an open-pool team structure, the ability to move between jobs without guesswork is critical at DFK Hirn Newey. “We’re not team-siloed. We have an open pool, and Cimplico helps everyone jump into any job more easily.”
Each July, the team reviews and updates their processes, then embeds them into the platform. “We do a reset in July to update our procedures and checklists, based on what we’ve learned. We build it into the platform.” Cimplico Workpapers then looks after the tricky stuff for them, ensuring all workpapers follow the new processes and anything that changes can be synced across the firm.
One Standard, One Process
Cimplico gave DFK Hirn Newey a single, reliable way of working across the entire firm. Every preparer now follows the same steps, which has lifted quality and removed the guesswork from day-to-day work.
Seamless Collaboration Across Teams
Because everyone is working from the same playbook, staff can step into any job and add value immediately. This has sped up delivery and improved how quickly work moves between people and partners.
Faster Onboarding and Ramp-Up
New staff no longer need to learn multiple approaches. A single consistent framework means they build confidence more quickly and can take on real work sooner.
Always-Current Procedures
By embedding and updating procedures directly inside Cimplico, DFK Hirn Newey ensures changes roll out instantly. Everyone is using the most up-to-date processes without extra training sessions.
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